Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Edwards is a financial professional with over 15 years of experience in the financial services industry. He is currently registered as a Registered Representative with RBC Capital Markets, LLC. Terrance's previous employers include Edward Jones, Cary Street Partners, Wells Fargo Clearing Services, LLC, Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., and Fidelity Distributors Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
12/17/2021 - Present
RBC Capital Markets, LLC (RICHMOND VA)
VA
10/02/2019 - 12/17/2021
EDWARD JONES (RICHMOND VA)
VA
09/06/2018 - 07/02/2019
CARY STREET PARTNERS (RICHMOND VA)
MO
09/03/2013 - 08/03/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
RI
01/03/1998 - 07/07/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/12/1995 - 12/31/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
06/30/1994 - 09/12/1995
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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